Heather Lorenzo, CPA, Certified Financial Planner TM

Heather Lorenzo, CPA, Certified Financial Planner TM Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heather Lorenzo, CPA, Certified Financial Planner TM, Accountant, 17 Kiel Avenue, Oakland, NJ.

09/30/2022

Cronin, Hanley and Van Zile, LLC to merge with Heather Lorenzo, CPA, CFP® (HLLCPA, LLC) to form Cronin, Hanley, Van Zile & Lorenzo, LLC

Cronin, Hanley & Van Zile, LLC is excited to announce that Heather Lorenzo will be joining Maryann Hanley, Cara Van Zile, and the rest of the CHV team at Cronin, Hanley & Van Zile, LLC, a Tax and Accounting consulting firm. The new name of the firm will be Cronin, Hanley, Van Zile, & Lorenzo, LLC.

Heather currently owns Heather Lorenzo CPA, LLC (HLCPA, LLC), and with 20 plus years of experience in the financial, tax and accounting industry, she is an expert in helping her clients navigate the everchanging tax laws. In addition, she also assists clients with their accounting and tax planning needs. “I have long prided myself to provide the special attention to each of my clients that they have come to expect. I know that Maryann and Cara also provide a superior level of service to their clients, it is what makes me look forward to the new opportunities that being part of a great team can present,” said Heather Lorenzo, Owner of HLCPA, LLC.

Heather’s experience derives from being a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), over 12 years of experience with a regional public accounting firm where she worked with diverse clientele, and 10 years of being a sole practitioner of HLPCA, LLC. Overall, the businesses she works with ranges from start-ups and side gigs, up to multimillion dollar corporations. Her expertise allowed her to become a professional in various industries such as construction, real-estate, manufacturing, food and hospitality, non-for-profit, and more.

The determination to work with select clientele is one of the factors that drove heather to start her own business. “Part of the reason I left working for a big firm 10 years ago was the corporate push to delegate clients to staff and focus more on business development. I feel that although business development is important, client service is paramount and by exceeding client expectations on service, business development will be organic through client referrals and word of mouth,” said Heather Lorenzo, Owner of HLCPA, LLC. Firm partners, Maryann, and Cara could not agree more!

Sharing similar values and goals, Heather, Maryann, and Cara decided to combine their 10 to 20 plus years of expertise to become one financial firm. “Working with Heather over the past few years, she has proven to be an indispensable asset to our team. Her impressive experience and skillset will help us grow and continue to deliver the best possible service to our clients,” said Maryann Hanley and Cara Van Zile, Owners of Cronin, Hanley & Van Zile, LLC. “We are so excited to see the positive impact she will undoubtedly have and look forward to a long and successful partnership.” “I have been working with Maryann and Cara and the rest of the CHV team for several years and find that the firm’s approach to client service is above what most have come to expect from their accountants. Maryann and Cara are both very experienced and highly skilled professionals that are tops in their field and together, we will make a great team for years to come,” said Heather Lorenzo, Owner of HLCPA, LLC.

The silver lining of inflation -
09/16/2022

The silver lining of inflation -

I have clients who have now been waiting over a year for thier refunds.
07/27/2022

I have clients who have now been waiting over a year for thier refunds.

The IRS backlog of tax returns has swelled to over 21 million, despite efforts to clear the pileup, according to a watchdog report.

2nd Quarter 2022 Estimated Tax Payments are Due on Wednesday, June 15, 2022. -
06/08/2022

2nd Quarter 2022 Estimated Tax Payments are Due on Wednesday, June 15, 2022. -

1st Quarter NJ Sales & Use Tax due Wednesday, April 20, 2022 -
04/14/2022

1st Quarter NJ Sales & Use Tax due Wednesday, April 20, 2022 -

02/14/2022

The inventory of unprocessed returns and related correspondence was provided by the IRS’s taxpayer advocate service to the tax-writing committees in Congress. The Treasury Department, the IRS’s parent agency, warned in January that it expected its response to be subpar this year.

New State tax deductions for 2022 -
01/16/2022

New State tax deductions for 2022 -

IRS Opens Tax Filing Season Monday, January 24, 2022 -
01/12/2022

IRS Opens Tax Filing Season Monday, January 24, 2022 -

4th Quarter Estimated Tax Payment Due Tuesday 01/18/2022 -
01/10/2022

4th Quarter Estimated Tax Payment Due Tuesday 01/18/2022 -

Address

17 Kiel Avenue
Oakland, NJ
07405

Opening Hours

Monday 9am - 2pm
Tuesday 9am - 2pm
Wednesday 9am - 2pm
Thursday 9am - 2pm
Friday 9am - 2pm

Telephone

+12017095977

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